Richard Morgan discusses recent changes to the SECURE Act and their impact on your estate plan. Topics covered include:

  • What did the SECURE Act do?
  • What were the major changes to the RMD rules?
  • Who qualifies as an EDB?
  • What are the types of trusts for RMD purposes?
  • How do I know if I need an estate plan review?
  • What steps can I take to reduce any negative tax effects?
  • How does the CARES Act impact things?
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